Middleby
MIDD
361 hedge funds and large institutions have $7.66B invested in Middleby in 2018 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 104 increasing their positions, 121 reducing their positions, and 32 closing their positions.
78% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 32
21% more capital invested
Capital invested by funds: $6.31B → $7.66B (+$1.35B)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
6% more funds holding
Funds holding: 339 → 361 (+22)
8% less call options, than puts
Call options by funds: $17.3M | Put options by funds: $18.7M
2.14% less ownership
Funds ownership: 108.38% → 106.24% (-2.1%)
14% less repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 121
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$128M |
| 2 |
RCWMU
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
+$103M |
| 3 |
BCM
Bares Capital Management
Austin,
Texas
|
+$43.9M |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$32.2M |
| 5 |
MRCP
Manor Road Capital Partners
New York
|
+$31.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$345M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
-$71.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$58.8M |
| 4 |
Goldman Sachs
New York
|
-$54.8M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$32.3M |
MIDD Hedge Fund Activity: Q3 2018 in Review
361 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q3 2018, worth a combined $7.66B — up 21% from $6.31B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new MIDD positions and 32 closed out — a net gain of 25 holders — while 104 added to existing stakes and 121 trimmed.
The largest buyer was DZ Bank, opening a new position worth an estimated $128M. The largest seller was T. Rowe Price Associates, cutting an estimated $345M.
- 361 institutional investors held Middleby (MIDD) as of Q3 2018, up from 339 in Q2 2018.
- Funds reported $7.66B of Middleby stock for Q3 2018, up 21% quarter-over-quarter.
- 57 funds opened new Middleby positions in Q3 2018 and 32 closed out, a net change of +25 holders.
- The largest Middleby buyer in Q3 2018 was DZ Bank, an estimated $128M added.
- The largest Middleby seller in Q3 2018 was T. Rowe Price Associates, an estimated $345M sold.
Based on aggregated 13F filings for Q3 2018.